ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 27 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $55,326 | +9.1% | 2,087 | +4.4% | 0.02% | 0.0% |
| Q3 2023 | $50,695 | -10.5% | 1,999 | -10.2% | 0.02% | -11.1% |
| Q2 2023 | $56,652 | +2.7% | 2,226 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $55,183 | +7.0% | 2,226 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $51,576 | +17.2% | 2,226 | 0.0% | 0.02% | +11.8% |
| Q3 2022 | $44,000 | -13.7% | 2,226 | -4.1% | 0.02% | -10.5% |
| Q2 2022 | $51,000 | -8.9% | 2,320 | +4.7% | 0.02% | +5.6% |
| Q1 2022 | $56,000 | 0.0% | 2,216 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $56,000 | -1.8% | 2,216 | +0.0% | 0.02% | -10.0% |
| Q3 2021 | $57,000 | 0.0% | 2,215 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $57,000 | +3.6% | 2,215 | +2.5% | 0.02% | +5.0% |
| Q1 2021 | $55,000 | +12.2% | 2,160 | -1.4% | 0.02% | +5.3% |
| Q4 2020 | $49,000 | +16.7% | 2,191 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $42,000 | 0.0% | 2,191 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $42,000 | +4100.0% | 2,191 | +3270.8% | 0.02% | +1800.0% |
| Q1 2020 | $1,000 | -97.5% | 65 | -96.1% | 0.00% | -95.0% |
| Q4 2019 | $40,000 | +5.3% | 1,677 | -1.3% | 0.02% | +11.1% |
| Q3 2019 | $38,000 | +280.0% | 1,699 | +260.7% | 0.02% | +260.0% |
| Q2 2019 | $10,000 | -54.5% | 471 | -1.7% | 0.01% | 0.0% |
| Q1 2019 | $22,000 | +120.0% | 479 | +2.4% | 0.01% | 0.0% |
| Q4 2018 | $10,000 | -41.2% | 468 | -31.9% | 0.01% | -28.6% |
| Q3 2018 | $17,000 | 0.0% | 687 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $17,000 | -59.5% | 687 | -57.9% | 0.01% | -58.8% |
| Q1 2018 | $42,000 | – | 1,632 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Angeles Investment Advisors, LLC | 7,903,585 | $204,071,000 | 12.75% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 224,633 | $5,800,000 | 4.16% |
| Armbruster Capital Management, Inc. | 561,463 | $14,497,000 | 4.09% |
| 3D/L Capital Management, LLC | 539,535 | $13,931,000 | 3.33% |
| Kathmere Capital Management, LLC | 606,833 | $15,668,000 | 3.02% |
| ZEKE CAPITAL ADVISORS, LLC | 1,513,471 | $39,078,000 | 2.46% |
| Prosperity Planning, Inc. | 137,394 | $3,548,000 | 2.20% |
| SENTINEL TRUST CO LBA | 1,002,644 | $25,888,000 | 1.96% |
| Merriman Wealth Management, LLC | 824,941 | $21,300,000 | 1.83% |
| Tacita Capital Inc | 115,010 | $2,970,000 | 1.79% |